Wills & Estate Planning

Estate planning is a very personalized process that must be tailored specifically to your needs. The attorneys at Scafidi Juliano, LLP have extensive experience navigating the probate process and will guide you through each and every step in the most comprehensive, efficient manner. Depending upon your individual situation, an estate plan might include the following:

will-estate

  • Will
  • Living Will
  • Revocable Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Special needs Trusts
  • Health Care Proxies
  • Durable Powers of Attorney
  • Homestead Declarations

Whether your concern is avoiding probate, protecting assets from creditors, or minimizing estate taxes, our attorneys will work with you to design and implement a plan to accomplish your goals.

Probate

Probate administration is the process by which a decedent’s assets are distributed to their heirs through the appropriate Probate Court.  This process can be extremely complex and very time-consuming.  Attorneys at Scafidi Juliano, LLP have experience with the essential steps of the process and will work with you to complete and file all of the documentation with the court in the most efficient manner.

Our goal is to make sure that your experience during a very difficult time is streamlined, while ensuring that your loved one’s assets are properly managed and distributed.

Massachusetts Lawyers Weekly

  • Insurance – Death benefits – Pre-existing conditions
    Where a defendant insurance company denied a widow’s claim for death benefits under a policy issued to the employer of the plaintiff’s late husband, the insurance company should have been awarded summary judgment on the plaintiff’s ERISA complaint, as the insurer’s determination that the death was caused or contributed to by pre-existing medical conditions was […]
  • Commercial – Lanham Act – Falsity
    Where a plaintiff has moved to dismiss a defendant’s counterclaim for false and misleading statements pursuant to Section 43(a)(1)(B) of the Lanham Act, the dismissal motion should be denied because the defendant has sufficiently alleged that the plaintiff’s statements of Allscripts to the defendant’s customers were false or misleading. “This suit arises out of a […]

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